See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,372 | $118,680-91.3% | $98,907-89.5% | $158,922-93.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 35.94% | 372.35%-336.4pp | 196.43%-160.5pp | 302.83%-266.9pp |
| Employer contribution / active EE | $2,982 | $3,333-10.5% | $2,689+10.9% | $4,761-37.4% |
| Participant deferral / active EE | $3,415 | $5,088-32.9% | $4,244-19.5% | $5,982-42.9% |
| Admin fee / account holder | $6 | $10,131-99.9% | $6,642-99.9% | $11,246-100.0% |